Position in O
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,736
-$2,092 QoQ
Shares Held
141
-20.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,351
of 1,449 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Richard W. Paul & Associates, LLC holds $25,061 across 2 REIT - Retail names. O ranks #2 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
|
644 | $16,325 | |
| 2 | O |
Realty Income Corp
This page
|
141 | $8,736 |
All Filings in O
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,736 | 141 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $10,828 | 177 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $18,432 | 327 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $19,878 | 327 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $18,896 | 328 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $16,474 | 284 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $15,275 | 286 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $18,201 | 287 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $14,842 | 281 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $9,900 | 183 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,234 | 126 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $7,989 | 160 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $9,984 | 167 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $10,700 | 169 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $10,274 | 162 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||